The Essentials of Making an Investment Proposal

The Essentials of Making an Investment ProposalTHE ESSENTIALS OF MAKING AN INVESTMENT PROPOSAL

This short book is designed to cover all the key essential elements of making an Investment Proposal to raise finance from private and public investors, both the proposal document itself and the presentation of it.

Although made with the owners and directors of small and medium enterprises in mind, it it equally valid for people wanting to make project proposals or launch new ventures and initiatives.

We have kept technical jargon and terminology to an acceptable minimum, partly because we want to show you how an investor thinks so you understand what drives investor decisions, and partly because investment proposals are less about financial ratios and more about assessment and judgment – qualitative aspects of appraisal, not quantitative ones.

If you are an entrepreneur or general manager who needs to find investment and needs to be briefed, simply and effectively, on the process and activities that form part of making an investment proposal, without getting overly detailed in financial jargon at this stage, then this is the book for you.

About the Author

Monticello Consulting is an international business training, consulting and market research company, providing services to companies and organizations around the world but principally in ASEAN countries and in Southern Europe. The core principle that ties our services together is that of helping companies improve their performance, from assisting in the definition and execution of business strategies to being in the field with marketing and promoting our clients’ products. We run five business training courses, of which the subject of this eBook is one. Sessions can be open to people from various backgrounds and companies, or they can be tailor-made for specific groups in a single company or organization.

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